Planning for the Unexpected: Estate Planning Tools to Help Protect You and Your Family


ID : 1835   

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CourseGraphic A well-crafted estate plan reflects your life goals. It should be structured to protect the wealth you have created, so that you can continue to support the people, causes, and institutions that are closest to your heart. We’ll learn how trusts, gifting, insurance, and other wealth planning tools can be combined to help prepare for the unexpected and secure your legacy.
 
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Class Details

1 Session(s)
Fri

Location
OLLI

Instructor
Joanne Daly 

Tuition: 

$0.00

Registration Closes On
Thursday, October 2, 2025 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
10/3/2025 Fri 10:00 AM - 11:30 AM Kingston, OLLI  Map Joanne Daly  ClassRoom

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